Thoughtful Money with Adam Taggart · Saturday, June 27, 2026
Lance Roberts highlighted the significant revenue growth of semiconductor companies, citing Micron's 1200% increase in revenue year-over-year. However, he cautioned that this level of growth may not be sustainable due to the law of large numbers and the cyclical nature of the semiconductor industry.
“These companies are printing massive earnings growth. Micron just reported a 1200% increase in revenue, those type of things. And, you know, as 1.8 billion of revenue last year, it's 24 billion this year.”
“Well, to do that again next year, it's got a 48 billion. And that's just, you know, the the law of large numbers and there's just not going to be able to print that type of revenue growth.”